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Frances Donald: The Yield Curve Signals A Huge Warning
The Macro Trading Floor
The Dollar Cash Procission
With this level of uncertainty, with liquidity still contracting very aggressively in this cycle, i suspect sometime in the six months it will make a lot of sense to be adding to bonds. I would rather miss the first three % of that move than risk the downside at this point. We could get a big policy turn from the central banks. More news about this, oh, you know, 75 basis points is not going to be common at all. And we could see some reaction to initial claims starting to rise.
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